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Reviews for Baltimore-Washington Financial Advisors

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  • December 2025

    About three years ago my wife and I made the decision to transition the majority of our investments to BWFA. This was a huge leap of faith and now we’re so happy that we did. In addition to being amazing financial strategists the folks at BWFA are
    also personable and thoughtful as they help their clients navigate a financial landscape that is often intimidating and challenging. I highly recommend these amazing women and men who seem to take great pride in providing the highest level of financial services. Calvin and Bridget McCormick

  • December 2024

    I have been a client with BWFA for 4 years and continue to be impressed with the Professionalism of all the staff. Contact with BWFA is easy and they are always available for even the most simple questions. I highly recommend BWFA for your financial needs.

  • May 2023

    **We are impressed with BWFA.**After reading Consumer's Checkbook, we interviewed six highly rated financial firms. BWFA was the only one that made us feel like we belonged and that they would work with us to meet our individual needs.We started by working with BWFA to create a financial plan. We were then very pleased with their guidance through the current state of the markets. In addition to their expert financial management, the staff are always pleasant and eager to answer our questions.BWFA also offers a variety of educational resources, including live webinars on all topics related to finances for all ages, as well as health, cooking, and book groups. They... read full review

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    Baltimore-Washington Financial Advisors

    5950 Symphony Woods Rd # 600, Columbia

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